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Posted by: jamesmurphy at March 27, 2005 1:23 AM
I think stuart's view of vonage must be that it is transformational and it has a revenue stream attached to it. building a customer base of 1million plus coupled with the innovation means that there is something interesting for a CLEC or cable company in 12-18 mths when NEA wants to exit.
whatever one things vonage has commercialized VOIP and has made traditional telcos wake up.
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